Roger Tran, CFP®
I am a Certified Financial Planner® with over 15 years of experience in the financial services industry. My passion lies in helping individuals and families achieve financial independence by creating personalized strategies that empower them to build a secure future.
Throughout my career, I’ve had the privilege of leading highly functioning teams, which has sharpened my collaborative skills and commitment to delivering exceptional results. I take pride in breaking down complex financial concepts into clear, actionable steps, fostering a trusting and open environment where clients feel confident navigating their financial journeys.
In addition to my work as a financial planner, I’m a credit card hacker, leveraging rewards programs and strategies to maximize benefits for travel and financial optimization. I love sharing these techniques with others to help them get the most out of their financial decisions.
Beyond my professional endeavors, I am deeply committed to my community and currently serve as the leader of a local chamber of commerce. Outside of work, I find joy in outdoor adventures, whether it’s rock climbing, snowboarding, or traveling to explore new destinations.
I bring the same energy and dedication to my clients’ financial goals as I do to my personal passions, helping them achieve their aspirations with clarity and confidence.
contact Roger.
roger@corepln.com
(510) 588-0102